Tip #1316: Do form embedded charts work in unified interface?

A cool 1950s retro gauge located in a nuclear power plant in central Idaho. I have no idea what it is, how it works, or what measurement they were taking, but it sure looked cool.

I heard that you can’t put charts on form in Dynamics 365 unified interface. Is that correct? Tip Jar We’ve received this question from several readers, so I decided to check it out. I did this in Dynamics 365 Online v 9.1. I don’t know if this works in on premise 9.0. Add a subgrid […]

Tip #1315: How to remove Field Service from Dynamics 365

Two surgeons in full scrubs performing a surgical procedure in a theater

Disclaimer for Ben Vollmer: We love field service. If it was food, we would eat it at every meal. That out of the way, sometimes you find yourself with solutions in your environment that you don’t need. Maybe you set up a trial of Dynamics 365 and you accidentally chose the “I want it all” […]

Tip #1312: View process history from Unified Interface forms

Tipster note–this tip is an unsupported tip. It’s not going to damage anything, but it is unsupported and may stop working with future updates. Proceed at your own risk. So you have moved to unified interface, but you want to be able to see the process and workflow history for a record. Microsoft has not […]

Tip #1302: Should I recreate the account entity?

When deploying Dynamics 365, there are frequently multiple types of companies and organizations that you will be tracking in the system. Some represent customer/client organizations, some may be support and advisory organizations like accountants and legal firms, and some may be miscellaneous types of organizations, such as trade associations. How should you manage multiple categories […]

Tip #1301: When Dynamics 365 for Marketing segments disagree with Advanced Find

Two people on a bench in a disagreement as indicated by the body language

Today’s tip is from marketing superstar Allison Fierce. Got any tips? Send them to jar@crmtipoftheday.com. Are you trying to reference a custom lookup field on your contact record when building Segments in D365 for Marketing? Are you not getting any members? It might be because of you haven’t enabled the entity for segments. Enabling an […]

Tip #1300: CDS vs Dynamics 365 instances

Man holding an apple in each of his hands comparing the two.

Dynamics 365 Apps are built on top of Common Data Service Citizenship in IT, 2019 edition If that’s the case, we should be able to install/uninstall Dynamics 365 Customer Engagement Apps at will, right? Yes. In theory. In the future. Decoupling Dynamics 365 CE from the underlying platform is a long and painful process. Our […]

Tip #1286: Synchronize your watches

vintage brown and white watch lot

&tl;dr If you’re using CrmServiceClient and getting what seems to be a valid connection but cannot really use it because of the “The user authentication failed!” error, check the servers’ clocks in your infrastructure. Bo-o-o-oring I have some perfect reasonable code deployed in Azure and that code has been humming along, talking to Dynamics 365 […]

Tip #1285: Dynamics Divorce

A marriage certificate paper being cut in two by scissors

We are selling part of our business and want to split our environment into a separate environment and move to another D365 tenant. How do I do that? splitting up Recommendations Here’s my recommendation for splitting on environment into two: Identify the customer and related records that are shared by both groups. These are the […]